Following the recent announcement by the Scottish Government, we continue to take a number of actions to protect our clients, staff members and their wider families. We are still OPEN FOR BUSINESS but with a reduced staffing level so that social distancing can be maintained at all times. Our facilities will not be available to clients and strict hygiene controls will be put in place between appointments.
As we can only have a limited number of clients in the office at anyone time, you may be asked to wait outside or in your car until the reception area is clear. Some of our staff will continue to work from home remotely to protect them and their families and to reduce the risk to those staff members in our office.
As we can only have a limited number of clients in the office at anyone time, you may be asked to wait outside or in your car until the reception area is clear. Some of our staff will continue to work from home remotely to protect them and their families and to reduce the risk to those staff members in our office.
Services
About Us
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At City Gate Aberdeen Ltd we believe that professional financial advice can add significant value to individuals and businesses. As your partner in building wealth and security, we focus on ways that we can help you to live the life that you want to live. We undertake that all of our actions will be guided by the principle that the interests of our clients are paramount.
Our Team
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Find out about our professional and experienced team - who they are, how they can help you and how you can contact them. Alan has had 27 years' experience having been in Financial Services since 1991, and opened City Gate Aberdeen Ltd in 2002.
He is committed to ensuring that he continues to offer the highest service to his clients, gaining the status of Advanced Diploma in Financial Planning (APFS) in early 2016, continuing with his studies to obtain the highest level designation of Fellowship of the Personal Finance Society (FPFS) later that year, he also has the Certificate in Advanced Mortgage Advice and is a member of the Society of Mortgage Professionals (Cert SMP), not forgetting to mention that he is also an Independent Financial Adviser and Chartered Financial Planner.
He is committed to ensuring that he continues to offer the highest service to his clients, gaining the status of Advanced Diploma in Financial Planning (APFS) in early 2016, continuing with his studies to obtain the highest level designation of Fellowship of the Personal Finance Society (FPFS) later that year, he also has the Certificate in Advanced Mortgage Advice and is a member of the Society of Mortgage Professionals (Cert SMP), not forgetting to mention that he is also an Independent Financial Adviser and Chartered Financial Planner.
How We Work
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We meet together to discuss your personal circumstances and your current financial situation. We'll go into detail so that we can draw up a complete picture of where you are now, and where you want to arrive.
We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our financial plan.Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our financial plan.Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
Testimonials
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I would recommend City Gate Aberdeen as they are extremely thorough in making sure you get the right type of product with the features/benefits that suit both your current situation and your potential future situation too, and at an affordable price.
If they hadn't of done such a good job for us we wouldn't have had critical illness for children as part of the life insurance policy which at the time didn't seem relevant as we didn't have children but within a year I was pregnant and my newborn son required major surgery.
If they hadn't of done such a good job for us we wouldn't have had critical illness for children as part of the life insurance policy which at the time didn't seem relevant as we didn't have children but within a year I was pregnant and my newborn son required major surgery.
Contact Us
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Our office opening hours for support staff are Monday to Friday 8:30am and to 4:30pm; however, appointments with a Financial Adviser are available from 9:00am to 7:00pm Monday to Friday. City Gate Aberdeen Ltd is an appointed representative of Tenet Network Services Limited which is authorised and regulated by the Financial Conduct Authority.
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